DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

K•••• Z••••••

O•••• A••••••• S•••••••• L••BD affiliatedDraper, Ut dual registrantIAPD 4238482

Certified Financial Planner

Feed of 09/15/2026

Also filed as Kelly Hammon Zitting

At current firm

1 y

since Aug 29, 2025

In the industry

26 y

since May 1, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

O•••• A••••••• S•••••••• L•• BD affiliated current
since Aug 29, 2025 · Draper, Ut
E•••••••• A•••••••• L•• national BD
Nov 27, 2023 to Aug 27, 2025 · Salt Lake City, Ut
A•••• P•••• A••••••• former
Mar 23, 2021 to Nov 21, 2023 · South Jordan, Ut
A••••••• F•••••••• A•••••••• L•• BD affiliated
Sep 20, 2019 to Mar 18, 2021 · Salt Lake City, Ut
M•• I•••••••• S•••••••• L•• BD affiliated
Oct 24, 2018 to Sep 19, 2019 · Dallas, Tx
S•••••••• A••••••• L•• national BD
Jun 15, 2007 to Jun 5, 2017 · Broomfield, Co
S•••••••• A••••••• L•• national BD
Aug 3, 2005 to Mar 6, 2007 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

E•••••••• A•••••••• L•• to O•••• A••••••• S•••••••• L••
left Aug 27, 2025, registered Aug 29, 2025 (2 days) · Affiliated broker-dealer or bank to another
A•••• P•••• A••••••• to E•••••••• A•••••••• L••
left Nov 21, 2023, registered Nov 27, 2023 (6 days) · Affiliated broker-dealer or bank to another
A••••••• F•••••••• A•••••••• L•• to A•••• P•••• A•••••••
left Mar 18, 2021, registered Mar 23, 2021 (5 days) · Affiliated broker-dealer or bank to another
M•• I•••••••• S•••••••• L•• to A••••••• F•••••••• A•••••••• L••
left Sep 19, 2019, registered Sep 20, 2019 (1 days) · Affiliated broker-dealer or bank to another
S•••••••• A••••••• L•• to M•• I•••••••• S•••••••• L••
left Jun 5, 2017, registered Oct 24, 2018 (506 days) · Affiliated broker-dealer or bank to another

Signals

K•••• Z•••••• left E•••••••• A•••••••• L•• for O•••• A••••••• S•••••••• L•• (registered 2025-08-29)
Aug 27, 2025 · Advisor changed firm · fact
K•••• Z•••••• left A•••• P•••• A••••••• for E•••••••• A•••••••• L•• (registered 2023-11-27)
Nov 21, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address